Invoices may be created in SWORD through two methods.
To create an Invoice from a Service Order go to the Audit Service Orders for Billing Table, plus:
1. | Set the SO Status to "Post to Accounting," which sets the View Level to 80 (default for Post to Accounting); |
2. | Make the SO "Ready to Post = Yes " by opening the SO and checking the checkbox [Ready to Post]. Alternately, you may use the "prep tagged orders" procedure to automatically change a batch of "tagged" SOs; the Ready to Post field is changed from No to Yes and the current date is applied. |
3. Highlight the SO record that is ready to be converted to an invoice.
4. Click the [Make SO > Invoice] button, which copies the SO information into a new invoice record in the Invoice Table.
5. Click the [Show Invoices] button to open the Invoice Table and edit the invoice as needed.